Status Flow Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  

• Client: Select to include All Clients, a Client Group, a Single Client or a Client Set. Only accounts with this client selection will be eligible for inclusion on this report.
• Responsible Attorney: Select to include all Responsible parties or a single Responsible party.  For all Responsible Codes, all accounts will be eligible for inclusion on this report regardless of the responsible code assignment.  For a single responsible, only accounts whose responsible assignment is currently set to the selected code will be eligible for inclusion on this report.
• Assigned From: Select to include all Assigned From codes or a single Assigned From code.   For all Assigned From Codes, all accounts will be eligible for inclusion on this report regardless of the Assigned From code.  For a single Assigned From code, only accounts whose Assign From assignment is currently set to the selected code will be eligible for inclusion on this report.   
• Receiving Attorney: Select to include all Receiving Attorney codes or a single Receiving Attorney code.   For all Receiving Attorney Codes, all accounts will be eligible for inclusion on this report regardless of the Receiving Attorney code.  For a single Receiving Attorney code, only accounts whose Receiving Attorney assignment is currently set to the selected code will be eligible for inclusion on this report.   
• Status:  Select to include accounts with All Status Codes, a Status Code Range or  Status Code(s) From List only accounts with the selected status codes will eligible for inclusion on this report.   Click the button to select Status Codes not to include on this report.   Accounts that are currently set to the Excluded Status Codes will not be eligible for inclusion on this report.  
• Format:  Select the proper format for the report.  Claim Detail will list all claims placed with in the Placement Date range for each client and the number of days spent at the selected status codes.   The Summary will list the each client and the average number of days the claims with in the Placement Date range stated at this status code.  
• Placement Date Range:Select the claims' Placement Date Range to be included on the report.  Enter the beginning and ending date.  Only claims placed within the selected date range will be eligible for inclusion on this report. Click the button and select the beginning and ending placement date or type the dates in the fields using the MM/DD/YYYY format.
• Group By:  Select to Group the report by clicking the button next to YES and then selecting to group by Client, Responsible, Assigned From and Receiving Attorney codes.
• Page Break: Check Page Break After Group to start each Group listing on a new page. If left blank, the next Group in the report will start after the previous Group with no page break.
• Include Inactive Accounts: Click check box to include Inactive Accounts.  
• Exclude DOS Converted Accounts: Select to exclude old DOS accounts by clicking the box next to Exclude DOS Converted Accounts.   This option is only for users that previously had the CollectMax DOS program and were converted to CollectMax for Windows.
• Save Settings: To save these report settings, click the button.   Users do not have to save settings to run the report with the current selections.   The save settings option can be used as a short cut when running future reports.  Select the most common settings and click the button.   The next time this report accessed it will show the settings that were saved.
• Rpt Status Columns:  To include data on only certain status codes, click the button.  See Rpt Status Columns
• Output Selections: Click the Output Selections button to set the output options.
• Print: To generate report click the Print button.  Then, select to print to File, Printer, Screen or Cancel generation of report.
• Status Flow Claim Detail Report Sample
• Status Flow Summary Report Sample